Capture new Cal prospects as Salesforce leads
Turn a prospect's meeting booking into a lead, with a check for missing details and existing matches.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
A prospect can book a meeting without a corresponding lead being ready for the sales conversation.
- Capture prospects before the meeting
- Skip records missing Salesforce-required details
- Check for existing leads to reduce duplicates
Setup
Build it in a few focused steps.
- 1Connect Cal and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to check for an existing lead and create a lead only when the payload includes the required name and company information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real booking payload and review the lead.
Questions about this workflow
What information does Salesforce require for a lead?
The standard lead action description requires last name and company. The automation should skip creation when these are missing.
Can it create a lead from every booking?
You can instruct it to create a lead only for bookings that represent prospects and have enough information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cal to Salesforce. A trigger fires from one place; an action lands in another.
Cal triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Cal and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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